Nov

15

Razor's Edge: Quick Macro Commentary

Nov 15, 2023

2 min read

Nov

09

Razor's Edge: Twlo/Hubs/Veev

Nov 9, 2023

2 min read

Nov

03

Razor's Edge: Sprout Notes

Nov 3, 2023

4 min read

Nov

02

Razor's Edge: Qualcomm/Roku/Payc

Nov 2, 2023

2 min read

Oct

31

Razor's Edge: Paycom Post-Mortem

Oct 31, 2023

3 min read

Oct

30

Sprout: Management’s Hubris And New Evidence Drastically Bolster The Short Thesis

Time to revisit the original thesis from March 2023: 1)             Sprout’s 2023/2024 ARR guide is very aggressive considering

Oct 30, 2023

41 min read

Oct

26

Razor's Edge: Meta

Oct 26, 2023

1 min read

Oct

25

Razor's Edge: Vicor Post-Mortem

Oct 25, 2023

1 min read

Oct

23

Razor's Edge: Vicor Pre-Earnings

Oct 23, 2023

3 min read

Oct

19

Razor's Edge: Market Commentary Nflx/TSM/Tesla

Oct 19, 2023

3 min read